Adrian has been advising clients in the financial services sector since 2002. He started his career working for a private client Stockbrokers before accepting to join St. James’s Place Wealth Management in February 2010.
Adrian has achieved Senior Partner status and is proud to offer the clients of Bowcliffe Wealth Management a Chartered level of advice.
Alex offers a bespoke wealth management service to his clients by building long term relationships with them.
This includes providing tailored Pension and Investment Planning advice for individuals and working along-side businesses to meet all their protection requirements.
This personalised approach as well as the level of service Alex provides has allowed him to build a client base mainly through recommendations.
Aaron offers a holistic wealth management service including Investment and Pension planning for professionals and working with businesses to meet all their protection needs.
The personal, high-level service Aaron provides means he meets most clients through positive recommendations.
Kimberley joined Bowcliffe Wealth Management as a PA in 2014. Since then her role has evolved as the business has grown and she is now Practice Manager.
Kimberley’s background is in Financial Services, having spent several years as a Financial Planning Manager with HSBC, where she gained the Diploma in Financial Services qualification in 2011.
The management, organisational & client relationship experience Kimberley has developed over her time in the industry helps to ensure the smooth running of the practice on a day to day basis.
Anna joined the team at Bowcliffe Wealth Management in February 2018.
In her current role she provides PA support to Bowcliffe Wealth Management and undertakes all aspects of administration within the Practice, as well as assisting clients with their needs and providing consistent support to the Practice.
Anna has also been given the responsibility of overseeing a lot of the events that Bowcliffe Wealth Management host.
After graduating from University in 2014 Vicki entered the financial services industry working for an IFA. She then joined Bowcliffe Wealth Management in June 2015 as a Trainee Paraplanner.
Vicki assists the Partners/Advisers in preparing technical solutions designed to meet the client’s financial needs. This includes research and analysis of current holdings, preparing compliance documentation including suitability reports and assisting clients with technical queries.
Vicki has successfully completed her RO1-R06 exams and achieved the Diploma in Regulated Financial Planning, she has now started working towards achieving the Advanced Diploma and Chartered Status.